How do I apply a discount in a sale?

This article shows how to use a discount when processing a sale on the Purchase screen.

On the Purchase screen, just click the current Discount value next to an item in the sale. Then, use the dropdown to pick either a Percentage or Amount discount type, and enter the discount amount. You can also open the dropdown menu or click the dropdown field to type and search for a custom discount you created.

Choose whether you want to Apply to all items in the sale, or just the item you originally selected the discount for.

When applying an Amount discount to all items, the total discount is split among them, keeping the overall discount equal to the amount entered. It does not apply the full amount to each item.

Finally, select Ok to apply the discount. You'll see the discount amount next to each item where it applies.


Reporting on Discounts

Learn about the Discounts and Special Offers report


Creating a New Custom Discount

Learn how to create a new custom discount.


Applying an Automatic Discount for a Client

Learn how to give clients an automatic discount with Client Categories.

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